Description
About Us
The Next Level Planning Group (TNLPG) is an established and growing ensemble wealth management firm that champions service excellence, teamwork, and continuous learning. We are a remote-first, values-driven team dedicated to a singular purpose: Helping our clients make and execute great financial decisions.
We combine deep technical expertise with a high-touch, client-centric focus. We aren't looking for a “cog in the machine.” Instead, we are seeking a paraplanner who excels in craftsmanship, values courageous communication, and demonstrates "human touch" to join our high-performing and collaborative team. If you are looking for a role where your reliability and financial planning expertise are valued, we would love to meet you.
About the Role
As a Paraplanner, you will play an integral role in the development of our clients’ financial plans.
Your core focus will include:
- Preparing materials for prospect meetings, new client meetings, and client review meetings
- Identifying planning opportunities and generating advice in the following areas:
- Cash flow planning
- Investment planning
- Retirement planning
- Education planning
- Insurance planning
- Estate planning
- Tax planning
- Business planning
- Contributing to the development of departmental tools, systems, and processes
- Contributing to specified departmental projects, such as RMDs, tax communication to clients, etc.
How to Excel as a Paraplanner
Successful candidates will demonstrate:
- Service Excellence: A commitment to delivering high-precision service that builds unwavering client trust and provides internal stakeholders with total confidence in your technical expertise.
- Precision and Reliability: Uncompromising attention to detail with a commitment to accuracy, timeliness, and thoroughness in all work. Must also have a proven track record of working independently and managing multiple tasks under tight deadlines.
- Curiosity and Expertise: Possess the business acumen to evaluate a client’s needs or situation and use creativity and expertise to craft exceptional advice.
- Professional Communication (verbal and written): The ability to communicate clearly, concisely, and with a professional and friendly attitude with both clients and colleagues
Requirements
- Professional Experience: At least 3 years of dedicated paraplanning experience, with a strong preference for personal financial planning or wealth management backgrounds.
- Educational Background: Bachelor’s degree required.
- Licenses & Designations: You have successfully passed the CFP exam or CFA Level 1, and maintain active SIE, Series 7, and Series 66 (or 65) licenses.
- Location & Residency: U.S. residency and existing work authorization are required. We are unable to provide visa sponsorship for this role.
- Technology: High proficiency with RedTail, eMoney, Wealthscape, Holistiplan, Microsoft Office Suite, Zoom, etc. or the ability to quickly learn new technologies/platforms.
- Availability: Must be available to work standard business hours in the Central Standard Time (CST) zone. Must also be available to travel a few times a year for in-person meetings and events.
- Workspace: Must have a dedicated workspace free of distractions and sufficient internet access to support high-quality video conferencing and firm operations.
Compensation & Benefits
- Compensation: $70,000 - $100,000 starting base salary (commensurate with experience) plus profitability bonuses
- Retirement & Health: 401(k) with employer matching, comprehensive health insurance, and HSA/FSA options, disability insurance
- Growth & Wellness: Professional development stipend, wellness rewards, and flexible PTO
- Culture: Strong collaborative culture and a fully remote work environment
Growth & Advancement
For a talented and driven professional, this position offers excellent training and advancement opportunities within our supportive and high-performing team. We currently envision the Paraplanner role as a step in multiple possible career paths:
1. Financial Planner Path
- Paraplanner – Translates technical skills and knowledge into financial planning advice.
- Associate Planner – Support Lead Planners in a client-facing capacity, provide outstanding client service, and generate advice for clients.
- Servicing Planner – Directly deliver financial planning advice to clients
- Lead Planner – Delivers financial planning advice to the clients, mentor junior planners, and bring new clients into the firm
- Individuals residing in Illinois are strongly preferred for the Financial Planner career path.
2. Director of Financial Planning Path
- Paraplanner – Translates technical skills and knowledge into financial planning advice.
- Financial Planning Manager – Manage a team of paraplanners and Planning Department tools, systems and process
- Director of Financial Planning – Provide strategic leadership of our Planning Department and its contributions to our firm
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To Apply
To be considered for the Paraplanner position, please submit both your resume and a cover letter and answer the following questions in your cover letter:
- What is it about the Paraplanner position that interests you?
- What is it about you that should interest us?
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The Next Level Planning Group is an equal opportunity employer firmly committed to non-discrimination.
Candidates may be required to pass a drug test and background check.
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Registered associates of The Next Level Planning Group are registered representatives of Osaic Wealth. Inc. Securities and investment advisory services offered through Osaic Wealth. Inc, a broker/dealer (member FINRA/SIPC) and registered investment advisor. Insurance offered through Osaic Wealth. Inc affiliates and other fine companies. The Next Level Planning Group is a marketing name for Registered Representatives of Osaic Wealth. Inc.
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Full-Time/W2 Position
Chicago, IL; Remote
$70K - $100K base salary + bonuses + generous benefits
Outstanding team and work culture
Requirements
- Professional Experience: At least 3 years of dedicated paraplanning experience, with a strong preference for personal financial planning or wealth management backgrounds.
- Educational Background: Bachelor’s degree required.
- Licenses & Designations: You have successfully passed the CFP exam or CFA Level 1 and maintain active SIE, Series 7, and Series 66 (or 65) licenses.
- Location & Residency: U.S. residency and existing work authorization are required. We are unable to provide visa sponsorship for this role.
- Technology: High proficiency with RedTail, eMoney, Wealthscape, Holistiplan, Microsoft Office Suite, Zoom, etc. or the ability to quickly learn new technologies/platforms.
- Availability: Must be available to work standard business hours in the Central Standard Time (CST) zone. Must also be available to travel a few times a year for in-person meetings and events.
- Workspace: Must have a dedicated workspace free of distractions and sufficient internet access to support high-quality video conferencing and firm operations.
